MCP For Claude Marketplace
Dynamics 365 Finance & Operations

Dynamics 365 Finance & Operations MCP Connector for Claude

A+

Equip your AI agent to manage enterprise resources, track sales orders, and monitor financial journals via the D365 F&O API.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
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Integrate Microsoft Dynamics 365 Finance & Operations, the comprehensive ERP platform, directly into your AI workflow. Manage your enterprise supply chain, track sales orders and customers, monitor financial journals and ledger activity, and oversee real-time inventory on-hand using natural language.

What you can do

  • ERP Oversight — List and retrieve detailed information and status for all your sales orders, vendors, and customers.
  • Financial Intelligence — Monitor ledger journals, posting statuses, and organizational financial metadata across your legal entities.
  • Inventory Management — Access real-time inventory on-hand quantities across all warehouses and released products.
  • Enterprise Auditing — Retrieve high-level summaries of sales activity, stock levels, and organizational environment metadata instantly.

How it works

  1. Connect the D365 F&O integration to your AI assistant.
  2. Authorize using your Azure AD Client ID, Client Secret, Tenant ID, and environment URL.
  3. Orchestrate your enterprise resource planning and financial analysis through intuitive conversation.

Who is this for?

  • Finance Managers — Quickly check ledger statuses and daily sales order volumes on the go.
  • Supply Chain Leads — Monitor inventory levels and vendor activity across multiple warehouses via chat.
  • Operations Teams — Research specific order details and organizational ERP metadata instantly.
financial-journalsledger-managemententerprise-resource-planninginventory-controlsales-ordersbusiness-operations

10 tools expose this connector's capabilities to your AI agent.

get_d365_fo_metadata

Retrieve metadata for the current authenticated environment

get_inventory_on_hand

Retrieve real-time inventory on-hand quantities across all warehouses

quick_finance_health_audit

Retrieve a high-level summary of recent orders and inventory (mock logic)

get_sales_order_details

Get detailed information for a specific sales order

list_d365_customers

List all customers registered in your enterprise account

list_ledger_journals

List ledger journals and their headers

list_released_products

List all released products in your enterprise catalog

list_d365_sales_orders

List all sales order headers in your D365 F&O environment

list_d365_vendors

List all vendors in your Dynamics 365 Finance & Operations account

search_sales_orders

Search for sales orders using an order number or customer keyword

See how to talk to your AI agent using Dynamics 365 Finance & Operations.

List all sales orders for customer 'C0001'.

I've found 12 sales orders for customer 'C0001', including 'SO-101' (Open) and 'SO-105' (Invoiced). Would you like to see the line items for the most recent open order?

Show me the current inventory on-hand for product 'P001'.

Product 'P001' (High-Speed Hub) has 45 units on-hand across all warehouses. 30 units are in 'Warehouse East' and 15 in 'Warehouse West'. Should I check for any pending arrivals for this product?

Search for sales orders with 'Pending' status.

I've retrieved 8 sales orders with a 'Pending' or 'Backordered' status. High-priority orders include 'SO-9988' for 'Tech Corp' and 'SO-7766' for 'Global Logistics'. Would you like the detailed status for SO-9988?

You must register an application in the **Azure Portal (App registrations)**, obtain a Client ID, Secret, and Tenant ID, and then register that Client ID in the **Microsoft Dynamics 365 Finance** instance under **System administration > Microsoft Entra ID applications**.

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